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Market expert Sandip Sabharwal suggests real estate stock pessimism may be misplaced due to accounting practices, highlighting DLF, Godrej Properties, and Prestige as selective buying opportunities. He also sees potential in large banks and select NBFCs, with midcaps and smallcaps offering the best risk-reward over two years.
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Market expert Sandip Sabharwal highlights opportunities in strong large-cap stocks amidst volatility. He sees potential in InterGlobe Aviation due to its financial strength and market dominance. The IT sector offers moderate returns with improving order signings. Sabharwal advises extreme caution on financial stocks, especially after the IIFL episode.
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News and Media
Indian equity markets show resilience despite recent incremental weakness, with the broader outlook dependent on earnings visibility and global developments. While current earnings are mixed, a rebound is anticipated later in the year, driven by inventory rationalization and stronger growth expectations. Global events, particularly US trade policy, remain a key overhang, though potential trade deals could boost sentiment.
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News and Media
Gold and silver surged to fresh highs on Friday, extending recent gains amid geopolitical tensions, a weaker US dollar, and expectations of Federal Reserve rate cuts at its upcoming January 27 meeting. Market uncertainty was also fueled by comments from US President Donald Trump on securing permanent US access to Greenland, though the deals details remain unclear and Denmark rejected any challenge to its sovereignty.
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News and Media
India's economic resilience amidst global turmoil is highlighted, with policy continuity, bond market development, and domestic funding mechanisms identified as key Budget priorities. The nation's fiscal consolidation and real asset creation provide a strong foundation for sustained growth, positioning it favorably for future expansion.
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News and Media